[Your name]

[Address line 1]
[Address line 2]
[Address line 3]
[Postcode]
[Bank or building society name]
[Address line 1]
[Address line 2]
[Address line 3]
[Postcode]
[Date]
Dear Sir/Madam
Re [name of deceased]
Account number(s) [account number(s)]
I am the personal representative of [deceased] who died on [date]. I enclose a copy of the
death certificate, which Id be grateful if you would return once you have noted the details.
Please can you let me know:
the balance on the account at the date of death

the amount of interest paid during the current tax year up to the date of death and the
amount of any tax deducted, and
details of any outstanding direct debits or standing orders. I will instruct you separately
about what to do about these.

Please let me know how to proceed from here and what further information you need.
Yours faithfully
[Your signature]
[Your name]